Ep20. Aeriel Barr – How Treasure Davis Uses Her CRM to Manage Close to 400 Transactions

Ep20. Aeriel Barr – How Treasure Davis Uses Her CRM to Manage Close to 400 Transactions

Despite managing 60 transactions right now, with a target of 400 closed by end of year, you’d think Aeriel Barr from Treasure Davis, Colorado Springs wouldn’t have any time in the world to drive out to Denver for an interview. But her portfolio of workflows have literally every aspect of their customer journeys covered and she arrived bright-eyed and bushy tailed and told us all about the workflows that keep Treasure Davis operating smoothly, including one workflow that incorporates over 120 steps. Don’t miss this podcast!